Junior Wealth Planning Advisor, 100% (f/m/d)

Julius Baer

Lausanne, Switzerland
Swiss civil and tax law expertise
Legal and tax assessments
Client documentation preparation
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth

Job Summary

  • At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.
  • In this dynamic role, you will combine deep expertise in Swiss civil and tax law with a consultative approach to help clients navigate complex personal and financial landscapes.
  • We value independent thinking, collaboration, and innovation, all anchored in integrity and trust.

Matching Summary

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.

Skills & Requirements

Must-have

  • Swiss civil and tax law expertise
  • Legal and tax assessments
  • Client documentation preparation
  • External expert coordination
  • Cross-border wealth planning solutions
  • Internal Wealth Planning projects

Nice-to-have

  • Entrepreneurial thinking
  • Independent thinking
  • Collaboration and innovation
  • Integrity and trust
  • Service-oriented personality

Key Requirements

  • Swiss Master’s degree in Law or Economics
  • Tax Expertise ongoing/other tax diploma
  • 3 – 5 years of professional experience
  • 2 years gained in a big four
  • Native French and Business English

Work Rights

Not specified

Tailored Resume

Cover Letter